Best Investors Account Sign in
Inactive

Jared Davis

Uptick Partners, LLC

Nacogdoches, TX

Cullman, AL

Claim This Profile
Current Employers
Uptick Partners, Llc

777 East Austin, Nacogdoches, TX 75965 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-06-30
  • AL RA
    APPROVED
    Since 2025-06-30

Branch Locations

777 East Austin, Nacogdoches, TX 75965 • United States

101 2Nd Avenue Sw, Cullman, AL 35055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uptick Partners, Llc Nacogdoches TX 03/2025 Present
Dvorak Financial Planning Cullman AL 03/2025 Present
Linc Research Inc. Huntsville AL 06/2015 03/2025
  • 03/2025 → Present
    Uptick Partners, Llc
    Nacogdoches, TX
  • 03/2025 → Present
    Dvorak Financial Planning
    Cullman, AL
  • 06/2015 → 03/2025
    Linc Research Inc.
    Huntsville, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-30
  • S65 Uniform Investment Adviser Law Examination
    2025-06-30

View on SEC IAPD

Other Firms

EDWARD JONES
PARKWAY WEALTH MANAGEMENT GROUP, LLC
RAYMOND JAMES & ASSOCIATES, INC.
SAGEGUARD FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THURSTON SPRINGER ADVISORS
LASTING MARK RETIREMENT GROUP LLC
B. RILEY WEALTH ADVISORS, INC.

Other Investors

David Lynn Phillips
Michael C Compton
Dane Landon Phillips
David Lynn Phillips
SCARLETT REBECCA LONG
HOLLY ELIZABETH PACE
RICKY EARL BROWN
DEBRA LYNN FLOYD

Other Offices

EDWARD JONES · NACOGDOCHES, TX
PARKWAY WEALTH MANAGEMENT GROUP, LLC · Nacogdoches, TX
EDWARD JONES · NACOGDOCHES, TX
RAYMOND JAMES & ASSOCIATES, INC. · Nacogdoches, TX
EDWARD JONES · NACOGDOCHES, TX
SAGEGUARD FINANCIAL GROUP, LLC · Nacogdoches, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · NACOGDOCHES, TX
THURSTON SPRINGER ADVISORS · Nacogdoches, TX

More in Nacogdoches, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor